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The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

Starting today, offer your clients term life insurance with even more exceptional value for their money, thanks to our premium rate reductions.

We’re happy to announce that there is now a Mandarin version of the participating account explanatory and overview documents, which are available to help you better serve your clients.

Semi-annual client statements as of June 30 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products. Here is an overview of these notes and some additional information. 

The lucky winner of the 2024 RRSP-TFSA “Make it happen” contest is Christine Joyce Saflor, from New Westminster, British Columbia. She won the $5,000 prize.

Governing Council decided to reduce the policy rate from 5% to 4.75%.

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.

We are pleased to share some exciting news about the Loomis Sayles Global Allocation Team.